Tradeshows and Charles River Events

September 2014

CFA Institute: GIPS Standards Annual Conference
September 18-19, 2014
Westin Copley Place
Event Website

Join Charles River in the exhibit area to learn more about the Charles River Investment Management Solution which automates front- and middle-office investment management functions for buy-side firms in the institutional asset and fund management, private wealth, alternative investments, insurance, banking, and pension markets. Charles River IMS provides up-to-date performance measurement, attribution and performance risk analysis and enables GIPS compliance.

For more information, please complete this form or contact Rick Fraelick, North American
Sales, +1 781 425 3015
Fund Management Summit 2014
September 23-24, 2014
Kings Place, London, N1
Event Website

Meet Charles River representatives at London’s Fund Management Summit to find out how global buy-side firms can benefit from our streamlined workflows throughout the trading lifecycle and automate their front and middle office investment management functions, including portfolio management, trading, compliance, performance measurement, post-trade and Investment Book of Record (IBOR).

For more information, please complete this form or contact Sophie Dumont +44 207 397 6871
BVI BVI Asset Management Conference
September 24, 2014
Social House at Palm Garden
Frankfurt, Germany
Event Website

Come to this annual asset management conference where German professionals come together to discuss the repercussions of constantly evolving regulations on global investment strategies. Meet with our delegates and see how Charles River can help your organization adapt to new market conditions and keep up with regulations.

For more information, please complete this form or contact Sophie Dumont +44 207 397 6871
MMI12th Annual Managed Accounts & UMA Summit
September 29-30, 2014
Princeton Club, New York City
Event Website

Charles River executives will share their views in two panel discussions: Richard LeClair, VP, Product Management, Drilling Down Among Various Differences & Distinctions of Overlay Technology; and Cem Er, Product Manager, Guardrails, Qualifications, Risks & Compliance Considerations for Your Rep-As-PM. Visit the exhibit area and learn how Charles River helps wealth firms improve efficiencies and advisor productivity.

For more information, please complete this form or contact Rick Fraelick, North American Sales,
+1 781 425 3015
L’AGEFI AMTech
September 30, 2014
Salons Hoche, Paris
Event Website

Join Charles River at this annual asset management conference where French professionals come together to discuss industry developments and their operational implications. Listen to Charles River's presentation on "Best Practice trends within the European Investment Management Leaders" followed by our roundtable discussion on "Is it possible to outsource middle-office functions without risking loss of control over the investment positions?". Visit us on Stand 21 to see how Charles River can help your organization improve efficiencies.

For more information, please complete this form or contact Sophie Dumont, +44 207 397 6871
Screen Amsterdam
September 30, 2014
Muziekgebouw aan ‘t IJ
Amsterdam, The Netherlands
Event Website

Attend this essential industry event in The Netherlands to learn more about ever-evolving regulations, data quality issues, investment challenges, and complex processes. Speak with our team of experts, and discover how global buy-side firms can benefit from automating investment management functions in the front and middle office, including portfolio management, trading, compliance, performance measurement, post-trade and Investment Book of Record (IBOR).

For more information, please complete this form or contact Sophie Dumont, +44 207 397 6871
MMIAscendant Compliance Management Client Conference
September 30-October 1, 2014
Palm Springs, CA
Event Website

Learn how the Charles River solution helps firms better fulfill their investment compliance requirements, improve compliance operations, and lower costs with extensive monitoring expertise, streamlined processes, and increased data quality. Charles River Compliance as a Service (CaaS) provides a cloud-based offering for asset managers that integrates software, data, and services in a hosted environment.

For more information, please complete this form or contact Rick Fraelick, North American Sales,
+1 781 425 3015

October 2014

MMI SIBOS - Investment Manager Forum
October 1, 2014

Boston Convention and Exhibition Center (BCEC)
415 Summer Street, Boston
Event Website

Join Charles River in Boston for the Investment Manager Forum, a one-day track at Sibos, the world's premier financial services event. The track will cover topics that are high on the agendas of buy-side firms in the current environment: how to accommodate regulatory driven change at the business and operational levels, and how to meet escalating demands to reduce operational risk and increase operational efficiency.

For more information, please complete this form or contact Rick Fraelick, North American Sales,
+1 781 425 3015

MMI Cutter Associates Investment Management
Council Meeting

October 16, 2014

Convene, 730 Third Ave.,
New York, NY

Join Charles River in the exhibit area at Cutter Associates for a day of education and networking. Topics being discussed include data management strategies, Investment Book of Record (IBOR), and how firms are managing operating costs. Learn how the Charles River Investment Management Solution automates front- and middle-office investment management functions across asset classes assists over 360 buy-side firms across 43 countries within the institutional asset and fund management, private wealth, alternative investments, insurance, banking and pension.

For more information, please complete this form or contact Rick Fraelick, North American Sales,
+1 781 425 3015

MMIMMI Fall Solutions Conference
October 21 - 22, 2014

Hilton New York

Join Charles River in the exhibit hall to see how the Charles River Investment Management Solution helps wealth firms improve advisor productivity, increase efficiencies, bring new products to market quickly, and offer clients more customized solutions.

For more information, please complete this form or contact Rick Fraelick, North American Sales,
+1 781 425 3015
Charles RiverCharles River Global Client Conference 2014
October 26 - 29, 2014

Boca Raton Resort and Club
Boca Raton, Florida
Conference Website


Join us at the next Charles River Global Client Conference in Boca Raton, Florida to find out new ways to leverage your Charles River Investment Management solution. Hear how clients use our enterprise capabilities and managed services to support their investment processes. The conference allows you to choose from multiple solution tracks, hands-on product training, and on-demand demonstrations and to network with other clients and meet Charles River staff. For more information, please visit the conference website or contact CRD Marketing +1 781 238 0099

November 2014

MMI Cutter Associates Investment Management
Council and Forum

November 5, 2014

Haberdashers' Hall,
18 West Smithfield, London

Join Charles River in the exhibit area at Cutter Associates for a day of education and networking. Topics being discussed include data management strategies, Investment Book of Record (IBOR), and how firms are managing operating costs. Learn how the Charles River Investment Management Solution automates front- and middle-office investment management functions across asset classes assists over 360 buy-side firms across 43 countries within the institutional asset and fund management, private wealth, alternative investments, insurance, banking and pension.

For more information, please complete this form or contact Rick Fraelick, North American Sales,
+1 781 425 3015

MMI Cutter Associates Investment Management
Alliance Event

November 18-19, 2014

Seaport Hotel Boston
1 Seaport Lane, Boston

Join Charles River in the exhibit area at Cutter Associates for a day of education and networking. Topics being discussed include data management strategies, Investment Book of Record (IBOR), and how firms are managing operating costs. Learn how the Charles River Investment Management Solution automates front- and middle-office investment management functions across asset classes assists over 360 buy-side firms across 43 countries within the institutional asset and fund management, private wealth, alternative investments, insurance, banking and pension.

For more information, please complete this form or contact Rick Fraelick, North American Sales,
+1 781 425 3015

MMIPrivate Banking Latin America 2014
November 19-20

Four Seasons Hotel, Miami

Meet Charles River to see how the Charles River Investment Management Solution helps wealth firms improve advisor productivity, increase efficiencies, bring new products to market quickly, and offer clients more customized solutions.

For more information, please complete this form or contact Manuel Astiasaran, Sales Manager
+1 860 989 1407